Family Transfer

Transferring your business to family members can often times be more stressful than selling to an independent third party.

In addition, the largest value a typical investment broker provides is locating buyers and driving the value of your business up through a competitive sale process, which is not typically needed in this situation. As a result there are very few specialists that can ‘quarterback’ this type of transaction.

This is where BiggsKofford Capital can help. Due to our backgrounds and close integration with our CPA firm, we have helped numerous clients navigate business transfers to family over many years. We are able to structure our fees on an hourly basis or fixed fee basis versus success fees and can walk the parties (and their legal advisors) through the various components of a transfer to ensure all aspects are considered, including:

Tax structuring to minimize the overall tax impact of the transaction

Valuation to ensure each sides expectations are reasonable and family members who do participate in the transaction are also considered

Financing sources and structures that are suitable for both sides of the transaction

Negotiation between all the parties to enable the individuals to maintain personal relationships and temper emotions.

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Testimonials

As a client of BiggsKofford CPA firm, it was an easy decision to use BiggsKofford Capital to assist with the merger of Benefit Resources into Hub International...

BiggsKofford Capital provides personal and business advice. We are very comfortable including the BKC Team in all major business decisions.

I love the thrill of being an entrepreneur and am always looking for ways to expand my business operations. I consider BiggsKofford Capital an important part of my business acquisition team and trust them...